Real World Adobe InDesign CS4- P2 doc

       Path-drawing and editing tools (the Pen, Add Point, Delete Point, Convert Point, Pencil, Eraser, Smooth, and Scissors tools) draw paths point by point (or, in the case of the Scissors tool, delete points or split paths).  Transformation tools (the Rotate, Shear, Scale, and Free Trans- form tools) change the rotation angle, size, and skewing angle of objects on your pages.  Text editing tools (the Type tool and Path Type tool) give you a way to enter and edit text (the latter along a path). e Notes tool adds non-printing notes to text.  Navigation tools (the Zoom and Hand tools) help you move around in your publication.  Object formatting tools (the Fill and Stroke selectors, the Gradi- ent tool, and the Gradient Feather tool) provide ways to apply formatting to objects. e tool descriptions below are brief and are only intended to give you a feeling for what the dierent tools are and what they do. To learn more about entering text with the Type tool, see Chapter 3, “Text.” For more on drawing objects with the drawing tools, see Chapter 5, “Drawing.” For more on working with the Transforma- tion tools, see Chapter 8, “Transforming.” Talking about InDesign’s tools and their use can get a little con- fusing. When you select a tool in the Tools panel (or press the key- board shortcut to select a tool), what does the cursor become? In this book, we will sometimes use phrases like “select a tool and drag,” or “drag the tool on the page.” We hope this is clear—from our point of view, the cursor is the tool. Hiding the Tools Panel. Sometimes, you want to hide all of the panels except the Tools panel. To do that, make sure that the cursor isn’t in a text frame, and then press Shi-Tab. InDesign hides all open panels, but leaves the Tools panel open. If you’ve hidden all of the panels including the Tools panel, you can display it by choosing Tools from the Window menu. Changing the Tools Panel View. You can display the Tools panel in three dierent arrangments: single column, double column, and single row (horizontal). You can toggle between these views by click- ing the tiny double-arrow icon at the top of the panel. Real_World_Adobe_InDesign_CS4b.pdf 31Real_World_Adobe_InDesign_CS4b.pdf 31 08/04/2009 05:54:03 p.m.08/04/2009 05:54:03 p.m.  .   When you see a tiny arrow in the corner of a tool icon, more tools lurk beneath the surface. To select a “hidden” tool, position the cursor over a tool, then hold down the mouse button. InDesign displays a “yout” menu containing the available tools. Choose a tool from the menu and release the mouse button. Tool name Shortcut Selection V* Direct Selection A Position Shi-A Pen P Add Point + Delete Point - Convert Point Shi-C Type T Path Type Shi-T Pencil N Smooth Eraser Line \ Ellipse L Ellipse Frame Rectangle M Tool name Shortcut Rectangle Frame F Polygon Polygon Frame Button B Scissors C Rotate R Scale S Shear O Gradient G Gradient Feather Shi-G Free Transform E Note Eyedropper I Measure K Hand H** Zoom Z Fill (X) Stroke(X) Swap ll/stroke (Shi-X) Click this button to switch between dierent Tools panel views (single column, double column, and single row). Default ll/stroke (D) Apply Color (,) Apply Gradient (.) Apply None (/) * Hold down Command/Ctrl to switch to the Selection tool temporarily. ** Hold down Option-Space- bar/Alt-Spacebar and drag to switch to the Hand tool temporarily. Formatting aects container Formatting aects text Normal View Mode (W) Preview Mode (W)  - e Tools Panel Tools Panel Keyboard Shortcuts. You can choose most of the tools in the Tools panel using keyboard shortcuts such as “F” for the Frame tool (no Command/Ctrl or other modier key necessary). is is usually faster than going back across the screen to the panel. Note, however, that you can’t press these while you’re editing text. at’s why we like to add additional keyboard shortcuts (see “Keyboard Shortcuts,” later in this chapter) to the tools we use most oen; for Real_World_Adobe_InDesign_CS4b.pdf 32Real_World_Adobe_InDesign_CS4b.pdf 32 08/04/2009 05:54:03 p.m.08/04/2009 05:54:03 p.m.       example, on David’s system, Command-Shi-1/Ctrl-Shi-1 switches to the Selection tool when he’s editing text. Hidden Tools/Tool Variants. To save some of your precious screen real estate, some of the slots in the Tools panel contain more than one tool. You can tell by looking at the tool icon—when you see a tiny triangle on a tool, you know that other tools are lurking beneath it. To use one of the “hidden” tools, position the cursor over a tool icon and hold down the mouse button (the le mouse button, for Windows users). InDesign displays a short pop-up menu, or “yout,” containing the available tools. Choose one of the tool icons, and that tool will be displayed in the Tools panel. For each of the basic shape tools, InDesign oers a corresponding frame drawing tool. ere’s really very little dierence between the path drawn by the Rectangle tool and a frame drawn by the Rectan- gular Frame tool, and paths can be converted to frames—and frames to paths—very easily. ere’s no penalty for drawing a path one way or another, as there is in some other programs. You use the Selection tool to select and transform objects. Press V to select the Selection tool (when the cursor is not in text). When any other tool is selected in the Tool panel, you can temporarily switch to the Selection tool by holding down Command/Ctrl. When you release Command/Ctrl, the cursor turns back into whatever tool you were using before you summoned the Selection/Direct Selection tool. On either the Mac OS or in Windows, once you have the Selec- tion tool selected in the Tool panel, you can press Control-Tab (yes, that’s Control for Mac OS users, too, not Command) to switch to the Direct Select tool, or vice versa. See “Selecting and Deselecting,” in Chapter 2, “Page Layout,” for more about making selections. When you double-click a text frame with the Direct Selection tool, you’ll switch to the Type tool. When you double-click the contents of an object with the Selection tool, you’ll switch to the Direct Selec- tion tool. How many selection tools does a page layout application really need? We don’t know, but InDesign has two—one for everyday selection; another for selecting objects on Sundays and holidays. No, seriously, the Direct Selection tool (press A) is for selecting objects that are inside other objects, such as the following.  Individual points on paths. For more on editing the shape of a path, see Chapter 5, “Drawing.” Selection Tool Direct Selection Tool Real_World_Adobe_InDesign_CS4b.pdf 33Real_World_Adobe_InDesign_CS4b.pdf 33 08/04/2009 05:54:04 p.m.08/04/2009 05:54:04 p.m.  .    Component paths of compound paths. For more on working with compound paths, see Chapter 5, “Drawing.”  Objects inside groups. For more on selecting objects inside groups, see Chapter 2, “Page Layout.”  Objects pasted inside other objects. For more on working with path contents, see Chapter 8, “Transforming.” When you double-click an object with the Direct Selection tool, you’ll switch to the Selection tool. PageMaker users will recognize their old friend, the Cropping tool, in InDesign’s Position tool—and for good reason, as this tool was part of the “PageMaker Plug-in Pack” that was available for InDe- sign CS. e Position tool gives you a way to adjust the cropping and positioning of imported graphics inside frames. You can use the Direct Selection tool to do the same thing, of course, but it’ll take you a few more steps. You use the Pen tool to draw paths containing both straight and curved line segments (that is, paths containing both curve and corner points). Illustrator users will recognize the Pen tool immediately, because it’s pretty much identical to Illustrator’s Pen tool (maybe there’s something to all this “cross-product” talk, aer all). Click the Pen tool to create a corner point; drag to create a curve point. Press P to select the Pen tool. Under the Pen tool, you’ll nd the following tools:  Add Point tool (press + to switch to this tool). When you click the Add Point tool on a selected path, InDesign adds a point at that location on the path. (Adobe calls this tool the Add Anchor Point tool.)  Delete Point tool (press – to switch to this tool). When you click the Delete Point tool on a point on a selected path, InDesign deletes it. (Adobe calls this tool the Delete Anchor Point tool.)  Convert Point tool. When you click the Convert Point tool on a point on a selected path, InDesign converts the point to the other kind of point—if the point you click is a corner point, InDesign converts it to a curve point; if it’s a curve point, InDesign converts it to a corner point. You can also use the Convert Point tool to adjust the direction handles of a point. (Adobe calls this tool the Convert Direction Point tool.) Position Tool Pen Tool Real_World_Adobe_InDesign_CS4b.pdf 34Real_World_Adobe_InDesign_CS4b.pdf 34 08/04/2009 05:54:04 p.m.08/04/2009 05:54:04 p.m.       For more (much more) on working with the Pen tool (and its vari- ants) to draw and edit paths, see Chapter 5, “Drawing.” You enter and edit text using the Type tool. To create a text frame, select the Type tool and drag the tool in the publication window; a text frame appears with a ashing text-insertion point (or text cursor) in its rst line. To edit text, select the Type tool and click in the text frame. For more on entering, editing, and formatting text, see Chapter 3, “Text.” To select the Type tool, press T. Note that when you have the Selection or Direct Select tool chosen in the Tool panel, you can switch to the Type tool automatically by double-clicking any text frame. InDesign places the text cursor as close as possible to where you double-clicked. Use the Path Type tool to enter and edit text on a path (Adobe calls this the “Type on a Path” tool). To add text to a path, select the Path Type tool and click the tool on a path. A ashing text insertion point (or text cursor) appears on the path. At this point, text you enter will ow along the path. See Chapter 6, “Where Text Meets Graphics.” To select the Path Type tool, press Shi-T. You use the Note tool to add non-printing notes to text. Click the Note tool in text, and InDesign will display a window you can use to enter the text of the note, or to jump to the next or previous notes in the document. We’ll talk more about notes in Chapter 4, “Text.” If you’re one of the millions of computer users who nd the Pen tool—and the whole process of drawing by manipulating points, line segments, and control handles—confusing, give the Pencil tool a try. With the Pencil tool (press N), you can sketch free form paths. As you drag, InDesign creates a path that follows the cursor, automati- cally placing points and adjusting control handles as it does so. If you don’t like something about a path you’ve drawn using the Pencil tool, you can adjust it using any of InDesign’s other drawing tools (including that scary Pen tool). You might want to start with the other tools that share the same space in the Tools panel: the Smooth tool and the Eraser tool (see below). Select a path—any path—and drag the Smooth tool over it. It’ll get smoother. Not smooth enough yet? Drag again. As you drag the Smooth tool, InDesign adjusts the points and control handles that dene the path to create a smoother transition from one line segment to another. InDesign oen removes points during this process. If you Type Tool Path Type Tool Note Tool Pencil Tool Smooth Tool Real_World_Adobe_InDesign_CS4b.pdf 35Real_World_Adobe_InDesign_CS4b.pdf 35 08/04/2009 05:54:04 p.m.08/04/2009 05:54:04 p.m.  .   continue to repeat the smoothing process, we think you’ll eventually end up with a simple curve between two points. e Eraser tool erases line segments and points. To use the Eraser tool, select a path, then drag the eraser tool over part of the path. InDesign splits the path and removes the line segments and points where you dragged the Eraser tool. Use the Line tool to draw straight lines—paths containing two corner points. If you hold down Shi as you drag the Line tool, the lines you draw will be constrained to 0-, 45-, and 90-degree angles. Press \ (backslash) to select the Line tool. Use the Ellipse tool to draw ellipses and circles. Hold down Shi as you drag the Ellipse tool, and InDesign draws circles. Press L to select the Ellipse tool. Use the Rectangle tool to draw rectangles. If you hold down Shi as you drag, you draw squares. Press M to select the Rectangle tool. If you need a rectangle with rounded corners, draw the rectan- gle using the Rectangle tool, then choose Corner Options from the Object menu to display the Corner Options dialog box (you can also get to this dialog box via the context menu). e Corner Options dialog box can provide a variety of other corner shapes, as discussed in Chapter 5, “Drawing.” e Polygon tool makes it easy to draw equilateral polygons, such as pentagons, hexagons, and dodecagons. (Polygons are closed geomet- ric objects that have at least three sides; they’re equilateral if all sides are the same length.) You can also use the Polygon tool to draw stars (also called starbursts). To change which polygon the Polygon tool draws, double-click the tool in the Tools panel. InDesign displays the Polygon Settings dialog box (see Figure 1-18). Enter the number of sides you want in the Number of Sides eld. If you want the polygon to be a star poly- gon, enter a percentage (from 0 to 99 percent) in the Star Inset eld. If you don’t want the polygon to be a star polygon, enter 100 percent in the Star Inset eld. Eraser Tool Line Tool Ellipse Tool Rectangle Tool Polygon Tool  - Polygon Settings Real_World_Adobe_InDesign_CS4b.pdf 36Real_World_Adobe_InDesign_CS4b.pdf 36 08/04/2009 05:54:04 p.m.08/04/2009 05:54:04 p.m.       To rotate the selected object (or objects), select the Rotate tool from the toolbox (press R) and then drag the tool on your page. When you select the Rotate tool, InDesign displays the transformation center point icon on or around the selected object. e center point icon sets the center of rotation (the point you’ll be rotating around), and corresponds to the selected point on the Proxy in the Transform and Control panels. Drag the transformation center point icon to a new location (or click one of the points in the Proxy) to change the point. Hold down Shi as you drag the Rotate tool to constrain rotation to 45-degree increments (as you drag the Rotate tool, InDesign snaps the selection to 0, 45, 90, 135, 180, 225, 270, and 315 degree angles). To scale (or resize) an object, select the object (press S), select the Scale tool, and then drag the tool in the publication window. When you select the Scale tool, InDesign displays the transformation center point icon on or around the selected object. e location of the center point icon sets the center of the scaling transformation, and cor- responds to the selected point on the Proxy in the Transform and Control panel. Drag the transformation center point icon to a new location (or click one of the points in the Proxy) to change the point you’re scaling around. Hold down Shi as you drag a corner handle to retain the object’s proportions as you scale it. When you scale an object that has a stroke and Adjust Stroke Weight When Scaling is turned on in the Transform panel, the stroke may appear disproportional (thicker in some places and thinner in others) and the stroke weight in the Strokes and Control panels appears incorrect. You can x both of these problems by choosing Redene Scaling as 100% from either the Transform or Control panel menus. Shearing, or skewing, an object alters the angle of the vertical or horizontal axes of the object. is makes it appear that the plane containing the object has been slanted relative to the plane of the publication window. To shear an object, drag the Shear tool (press O) in the publication window. As you drag, InDesign shears the object. When you shear an object, InDesign distorts the stroke weights of the paths in the selection. e Redene Scaling as 100% feature mentioned above will x this distortion, too. e Free Transform (press E) tool is a combination of the Scale and Rotate tools, plus some aspects of the Selection tool, all bundled into a single tool. What the tool does depends on is the position of the cursor. Rotate Tool Scale Tool Shear Tool Free Transform Tool Real_World_Adobe_InDesign_CS4b.pdf 37Real_World_Adobe_InDesign_CS4b.pdf 37 08/04/2009 05:54:04 p.m.08/04/2009 05:54:04 p.m.  .    When the cursor is above one of an object’s selection handles, the Free Transform tool acts as the Scale tool. Drag the Free Transform tool, and you scale the object around its center point.  When the cursor is just outside one of the selection handles, the Free Transform tool behaves as if it were the Rotate tool. Drag the tool to rotate the object.  When the Free Transform tool is inside the bounds of the selec- tion, it acts as a “move” tool—drag the tool to move the object. For more on working with the Free Transform tool, see Chapter 8, “Transforming.” e Eyedropper tool (press I) can pick up formatting attributes (from the ll and stroke of a path to the character and paragraph formatting of text) and apply them to objects, or sample a color in an imported graphic and add it to your Swatches panel. To “load” the Eyedropper tool, click the tool on an object (the object doesn’t have to be selected). If you have an item selected when you click, InDesign applies the attributes of the item under the cursor to the selected item. en click the “loaded” Eyedropper tool on an ob ject to apply the formatting (see Figure 1-19). Double-click the Eyedropper tool to display the Eyedropper Options dialog box. Use this dialog box to dene the attributes sam- pled and aected by the Eyedropper tool (see Figure 1-20). e Measure tool—which is usually under the Eyedropper tool— gives you a way to measure distances and angles (see Figure 1-21). To measure the distance between two points, select the Measure tool (press K) and drag it from one point to the other. When you drag the Measure tool, InDesign displays the Info panel. e D eld in the Info panel shows the distance between the two points. To measure an angle, select the Measure tool and drag it between two points—this creates one side of the angle. Next, hold down Option/Alt and drag from one of the end points of the line created by the Measure tool. is creates the other side of the angle. e Info panel displays the angle in the Angle eld (it also displays the length of the two sides of the angle in the D1 and D2 elds). Use these tools to apply gradients or gradient feather lls, or to adjust lls you’ve applied. When you drag the tool, you’re setting the loca- tion of the beginning and ending points of the gradient. We discuss gradients and blends in Chapter 5, “Drawing.” Eyedropper Tool Measure Tool Gradient Tool and Gradient Feather Tool Real_World_Adobe_InDesign_CS4b.pdf 38Real_World_Adobe_InDesign_CS4b.pdf 38 08/04/2009 05:54:04 p.m.08/04/2009 05:54:04 p.m.        - Eyedropper Tool Options  - Measure Tool Drag the Measure tool between two points, and the Info panel will show you the distance between the points. Select an object or a series of objects and then choose the Eyedropper tool from the Tools panel. Position the Eyedropper tool over an object that has the formatting you want to apply. Click the Eyedropper tool. InDesign applies the formatting of the object beneath the cursor to the selected objects. To format text using the Eyedropper tool, select the text using the Type tool. Here’s another method. Select the Eyedropper tool from the Tools panel. Position the cursor over an object and click. InDesign loads the Eyedropper tool with the formatting attributes of the object. Click another object (it doesn’t have to be selected). InDesign applies the format- ting attributes to the object.  - Eyedropper Tool Real_World_Adobe_InDesign_CS4b.pdf 39Real_World_Adobe_InDesign_CS4b.pdf 39 08/04/2009 05:54:04 p.m.08/04/2009 05:54:04 p.m.  .   In Chapter 13, “Interactive PDF,” we’ll look at how the Button tool lets you draw buttons on your page that control sounds, movies, hyperlinks, and other rich media. e Scissors tool cuts paths or points. Select a path, choose the Scis- sors tool (or press C), and then click the path. InDesign splits the path at the point at which you clicked. e Hand tool lets you scroll around your page; we explore how best to use it in “Publication Navigation,” later in this chapter. Double- click the Hand tool to set the view to Fit Spread in Window. Use the Zoom tool to change the magnication in a publication window. To switch to the Zoom tool, press Z (obviously, this short- cut will work a lot better if you’re not editing text). To switch to the Zoom tool temporarily, hold down Command-Spacebar/Ctrl-Space- bar (when you’re done using the tool, InDesign will select the tool you were using before you switched to the Zoom tool). Once you’ve switched to the Zoom tool (regardless of the method you’ve used), click the tool on the area you want to magnify, or drag a selection rectangle around it. To zoom out, hold down Option/Alt— you’ll see that the plus (“+”) inside the Zoom tool changes to minus (“-”)—and then click or drag to zoom out. For more on using the Zoom tool, see “Publication Navigation,” later in this chapter. Double-clicking on the Zoom tool jumps to 100-percent View, but pressing Command-1 is easier and faster. e Fill and Stroke buttons, or “selectors,” near the bottom of the Tools panel control what part (the ll or the stroke) of the selected path or text is aected when you apply a color. To make a selector active, click it. Here are two very useful shortcuts:  Swap colors—apply the color assigned to the ll to the stroke, or vice versa—click the swap ll and stroke icon (or press Shi-X).  Press X (when you’re not editing text) to switch between the Fill selector and the Stroke selector. Beneath the Fill and Stroke buttons, you’ll see two very small but- tons—the Formatting Aects Container button and the Formatting Aects Text button. When you have a text frame selected, you can apply a ll or stroke to either the text frame or to the characters of text inside the text frame. Click the former button to apply the for- matting to the text frame; click the latter to apply it to the text. Button Tool Scissors Tool Hand Tool Zoom Tool Fill and Stroke Real_World_Adobe_InDesign_CS4b.pdf 40Real_World_Adobe_InDesign_CS4b.pdf 40 08/04/2009 05:54:05 p.m.08/04/2009 05:54:05 p.m. [...]... click the Show Set button InDesign displays a list of the shortcuts in the set using the default text editor on your Real_ World_ Adobe_ InDesign_ CS4b.pdf 44 08/04/2009 05:54:05 p.m 32 real world adobe indesign cs4 Figure 1-25 Editing Keyboard Shortcuts When you select an option from this pop-up menu… InDesign displays a list of the available commands When you select a command, InDesign displays the shortcut... still another for creating bookmarks and hyperlinks With InDesign s workspace management, you can dramatically reduce the number of panels you have on your screen Real_ World_ Adobe_ InDesign_ CS4b.pdf 48 08/04/2009 05:54:06 p.m 36 real world adobe indesign cs4 To save a workspace, choose Save Workspace from the Workspace submenu of the Window menu InDesign displays the Save Workspace dialog box Enter a... 40 real world adobe indesign cs4 Figure 1-31 Place Cursor Options Show Thumbnails on Place option on Pretty, but a bit distracting (and slower) Show Thumbnails on Place option off Open Documents as Tabs Turn this option off to have documents appear as floating windows; turn it on to have documents appear in tabbed panels Enable Floating Document Window Docking When this option is on, you can dock... That means you can get the best of both worlds: Leave it turned on most of the time and turn it off on the rare occasions that you want to adjust leading on a line-byline basis (see Chapter 4, “Type”) Real_ World_ Adobe_ InDesign_ CS4b.pdf 54 08/04/2009 05:54:07 p.m 42 real world adobe indesign cs4 Adjust Spacing Automatically when Cutting and Pasting Words What should InDesign do when you paste a word into... this preference Real_ World_ Adobe_ InDesign_ CS4b.pdf 56 08/04/2009 05:54:07 p.m 44 real world adobe indesign cs4 Composition Preferences Composition is the process of making type fit in the columns and pages in your publication The options in the Composition Preferences pane of the Preferences dialog box (see Figure 1-34) relate to various aspects of InDesign s text composition features To really understand... should include all of the characters in a font (you never know when you might need them, and disk space/network bandwidth are both cheap these days), we have to Real_ World_ Adobe_ InDesign_ CS4b.pdf 50 08/04/2009 05:54:06 p.m 38 real world adobe indesign cs4 Figure 1-29 General Preferences say that some fonts are huge Some OpenType fonts actually include tens of thousands of character glyphs Turning this... box 2 Select a menu set from the Set pop-up menu, if necessary 3 Select a menu type (Application Menus or Context and Panel Menus) from the Category pop-up menu Real_ World_ Adobe_ InDesign_ CS4b.pdf 46 08/04/2009 05:54:06 p.m 34 real world adobe indesign cs4 Figure 1-26 Customizing Menus You can show or hide menu items by clicking in the Visibility column (the “eye” icon indicates that the menu item is... added in the middle of the document, InDesign will add a spread to maintain the pagination of the pages following the added page Turn this option on to allow InDesign to delete pages when your editing empties the text frames on the page This option only comes into play when the emptied text frame(s) are the only objects on the page Advanced Type Preferences Real_ World_ Adobe_ InDesign_ CS4b.pdf 55 The options... to the dock (at either side of the screen), you can display the panels as icons When you turn this option on, InDesign will automatically close docked panels after you use them Floating Tools Panel You can choose to display the Tools panel in one of three arrangements: Single Row, Double Column, or Single Column Choose the option you like best Figure 1-30 Interface Preferences Real_ World_ Adobe_ InDesign_ CS4b.pdf... Show Subset button, InDesign displays the Subset dialog box Set parameters and click the OK button, and InDesign displays the library items that match Context Menus Context menus are menus that pop up at the location of the cursor, and change according to the location of the cursor and the object you have selected (see Figure 1-24) On the Macintosh, you summon Real_ World_ Adobe_ InDesign_ CS4b.pdf 42 . color space (RGB, CMYK, or Grayscale). InDesign can’t extract the resolution from EPS and PDF. Info Panel Real_ World_ Adobe_ InDesign_ CS4b.pdf 4 1Real_ World_ Adobe_ InDesign_ CS4b.pdf 41 08/04/2009 05:54:05. click the Show Set button. InDesign displays a list of the shortcuts in the set using the default text editor on your Real_ World_ Adobe_ InDesign_ CS4b.pdf 4 4Real_ World_ Adobe_ InDesign_ CS4b.pdf 44 08/04/2009. available commands. When you select a com- mand, InDesign displays the shortcut in this eld. Real_ World_ Adobe_ InDesign_ CS4b.pdf 4 5Real_ World_ Adobe_ InDesign_ CS4b.pdf 45 08/04/2009 05:54:06 p.m.08/04/2009